IWM
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IMG Wealth Management’s Travelers Companies TRV Stock Holding History

IMG Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$69.8K Buy
261
+32
+14% +$8.56K 0.05% 133
2025
Q1 		$60.6K Hold
229
– – 0.05% 135
2024
Q4 		$55.2K Buy
+229
New +$55.2K 0.05% 137